Why Choose Us
- Industry Expertise: Experience with diverse project-based businesses (construction, marketing, consulting).
- Personalized Service: Tailored solutions and hands-on support.
- Technology-Driven: Latest software for accurate, up-to-date financial data.
- Client-Centric Approach: Trustworthy, reliable, and professional service.
Tier 1. Bank Reconciliation and Financial Management Packages
Bank Reconciliation:
- Manage 1 or 2 connected bank accounts
- Ensure accurate matching of expenses with vendors and bills for maximum tax benefit
- Match income with customers and invoices to ensure proper income recording
Monthly Reporting:
- Profit and Loss statements
- Balance Sheet statements
- Maintain peace of mind knowing your books are on track
Year-End Reporting:
- Collaborate with your accountant for smooth year-end tax filing
- Comprehensive year-end financial reports
Packages Start At $500 Monthly
Tier 2. Intermediate Financial Management Packages
Includes All of the Tier 1, Plus:
- Manage up to 3 connected bank accounts and 2 credit cards
- Work with connected POS sale apps or 3rd party reporting
- Class recording for more detailed reports
- Assistance in generating a budget
- Reporting to include accounts payable, accounts receivable, and budget vs actual
Packages Start At $1500 Monthly
Tier 3. Advanced Financial Management Packages
Core Competencies:
Specialized Bookkeeping:
- Project cost, revenue, and profitability tracking
- Expense allocation and resource management
- Custom project financial reports
QuickBooks Online (QBO) Proficiency:
- Expert QBO setup and management
- Real-time financial data and insights
- Training and support
Budgeting:
- Project-specific budgeting and forecasting
- Financial planning for sustainability and growth
Cash Flow Management:
- Project-specific cash flow monitoring and reporting
- Cash flow optimization strategies
- Working capital maintenance
Compliance and Audit Readiness:
- Adherence to regulatory requirements
- Audit preparation and support
- Transparent and accurate financial records
Service Offerings:
- Monthly Bookkeeping & Reconciliation
- Project-Based Financial Reporting
- Payroll Processing & Management
- Accounts Receivable & Payable Management
- Financial Consulting & Advisory
Packages Start At $3500 Monthly
Payroll Services
- We offer a simple payroll package for $350 per month.
- This includes biweekly payroll for Vermont Employees
- Paystubs emailed available online for employees
- Direct deposit for your employees
- Monthly and quarterly and yearly state and federal tax filings and payments.
- Includes up to 8 employees
- Accrual of sick time and vacation time optional.
- Health care deductions optional
- The 1099 year-end services $500 annually.
- Preparation of 1099 for up to 10 independent contractors. 1096 filing with the IRS.
